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UPDATE: As Chairman of the Wisconsin Bankers Association (WBA) Trust Section Board, I find it unacceptable on behalf of our customers that the state of Wisconsin has not adopted the 2010 federal law amendment allowing any IRA owner to convert his or her Traditional IRA to a Roth IRA regardless of income level. I’m […]

Here is a conversation that we are having with our clients. I thought it was important to share this information. I’m sure you knew that in the 2010 the federal law was amended to allow conversions of traditional IRA’s to Roth IRA’s regardless of the income levels of the IRA owner. The current modified […]